TRADING SOLUTIONS

Execute trades with the leading order execution management system, unique content, and artificial intelligence.

Order and execute trades faster while maintaining compliance

Make better decisions faster, trade more efficiently, and manage compliance risk so you can increase your performance and reduce operating margin to compete with passive investment products.

Create orders, help manage compliance risk, and execute multi-asset class trades in one order and execution management system (OEMS). FactSet trading solutions, powered by Portware Intelligence, combine two best-of-breed solutions for order management and execution management—Cymba and Portware—with FactSet's robust, accurate data.

Trading Solutions

Maintain compliance in every trade.

Access message-based and rules-driven order management and compliance before, during, and after trades. Pre-trade compliance checks for the correct portfolio composition, rules, and engagement around trading instruments. Let at-trade compliance determine if you have reached an exposure limit with a counter-party, while post-trade compliance checks ensure your accounts are settling properly and your holding compositions do not violate fund concentration rules.

Compliance

Automate trades to perform at scale.

Markets move at machine speed, and it’s not possible to manually keep up with every trade. FactSet trading solutions automate trades without required human intervention by using rules-based automation to help your firm achieve performance at scale. Reduce the burden of managing straightforward, uncomplicated trades and empower your team to focus on more difficult or otherwise sensitive orders.

Automated Trades

AUTOMATING THE FRONT OFFICE

The front office is undergoing a technological transformation. Download our latest guide to what your firm needs to do to remain competitive.

Watch your OEMS learn how to trade like you.

Optimize algorithm selection based on your specific order trends, monitor hundreds of factors in real-time, adjust strategies to match market conditions, and your OEMS will leverage machine learning to trade as you would. Get real-time alerts based on what the trading system observes in the market, leaving full control in your hands.

Machine Speed

Trade on global exchanges.

Get a real-time, aggregated view of the entire foreign exchange marketplace through a single, fully customizable, broker-neutral front-end. FactSet aggregates liquidity from global providers, including banks, electronic communication networks, and interdealer platforms, to bring foreign exchange traders a full range of strategies and order routing destination options. Not only can you see your entire depth of book, but liquidity providers know to whom they are sending prices, thanks to true, relationship-based electronic FX.

Customize your trading system to support your unique processes.

Gain a fully customizable OEMS that features flexible deployment options, comprehensive market data support, FX capabilities, and the ability to handle multiple asset classes. Easily connect to the applications and data providers you need through our flexible hosted- or cloud-based options. Integrate with any industry or proprietary trade workflow applications via open API, and access any custom or proprietary feed through pre-certified adapters for all commercial market data providers.

Customized Workflows

FactSet Insight

Join our community of more than 300,000 blog readers. Insight delivers unique commentary like our weekly Earnings Insight, ETF fund flows, M&A trends, and deep dives into performance and fixed income analysis that only FactSet can provide.

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Talk To Us

The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.